-6.9%
WBD vs ZM
+47.0%
-54.0%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | -0.7% | -5.7% | +4.9% | -0.2% |
| 30D | +1.4% | -9.1% | +10.5% | +2.3% |
| 3M | +4.4% | +3.5% | +0.9% | +3.8% |
| 6M | +0.8% | +25.7% | -24.8% | -2.0% |
| YTD | -2.7% | +10.8% | -13.5% | -4.5% |
| 1Y | +73.4% | +12.8% | +60.6% | +69.6% |
| 3Y | +142.1% | +33.1% | +109.0% | +132.6% |
| 5Y | +7.2% | -68.3% | +75.5% | -6.2% |
| All | -6.9% | +47.0% | -54.0% | -11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZM.
Daily Out/Under-Performance
Portfolio return minus ZM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ZM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling